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    • Utility-Scale Solar
    • Residential Solar
    • Storage
  • Oil and Gas
    • Shale Services
    • Shale Production
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    • Our Process
    • Our Team
    • All Sectors
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Utility-Scale Solar RESEARCH

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LITE

Model update – H1 Firm, H2 Risks

June 16, 2023
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SOLARSAT™: May construction picking up speed, but panel installations still falling behind

June 8, 2023
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Import flows still good, but decelerating

May 18, 2023
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SOLARSAT™: Great April for new construction starts; Panel flows disappointing

May 8, 2023
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SOLARSAT™: March new construction improves sharply (after slow winter)

April 10, 2023
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Takeaways from Austin RE+ Conference

April 6, 2023
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March imports continue to be strong; Cambodia (BYD, New East) big growth; Avoid EIA Monthly Shipments Report (it is wrong)

April 4, 2023
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Publishing new solar construction data (LS-1, LS-2)

March 28, 2023
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SOLARSAT™: Utility solar activity slow through February (probably seasonal, but worth watching)

March 15, 2023
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Feb solar module imports remain firm

March 9, 2023
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ENHANCED

Data Sheets

  • SAT-1: solarSAT™ Monthly Summary

  • SAT-2: solarSAT™ Construction Detail

  • SAT-3: firstDIRT™ New Project List

  • LS-1: Utility Solar Model - Quarterly

  • LS-2: Utility Solar Database - Quarterly

  • LS-3: Lium Solar Crews

Visual Sheets

  • LVS-101: SolarSAT - Monthly

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PLUS

Data Sheets

  • PLUS-201: Company Details

  • PLUS-301: Active Crew Detail

  • API Dashboard

Slide Deck

  • Quarterly Update

Contact Information

  • Phone: (512) 504-7407
  • Email: [email protected]
  • Address:
    3800 N Lamar Blvd.
    2nd Fl, Ste. 200
    Austin, TX 78756

Latest Insights

UTILITY SOLAR NOTE TO CLIENTS 082626

Local Sand In Bakken / Rockies Hits New Milestone Driven By Utah

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